Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Evans is a financial advisor at Raymond James & Associates, Inc. Philip has been in the industry since 1988 and has held a variety of positions at different firms. Philip is registered to provide investment advisory services in 21 states, including Texas, Florida, and California. Philip is also a Series 7, Series 6, and Series 63 licensed representative. Philip has expertise in providing financial planning, portfolio management, and other advisory services. Philip's expertise includes providing portfolio management for individuals and businesses, educational seminars, selection of other advisors, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/27/1997 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
NJ
01/11/1993 - 03/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/04/1990 - 01/12/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/11/1989 - 03/09/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
06/08/1987 - 04/16/1988
FIDELITY BROKERAGE SERVICES, INC.
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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